Evaluation Associates Bio
200 Connecticut Avenue, Suite 700
Norwalk, CT 06854 USA
Tel +1 203 855 2212 Fax +1 203 855 2301
steve.formanek@evaluationassociates.com
evaluationassociates.com
CURRENT RESPONSIBILITY
Steve is a principal and director of operations
and compliance at Evaluation Associates. He
joined the firm in 1988 and has more than 25
years of industry experience. Steve is a
member of Evaluation Associates’ Executive
Committee and has responsibility for the day-
to-day management of the firm, including
compliance, finance, information technology,
marketing, and operations. Steve also serves
on Milliman’s Employee Benefit Risk Oversight
Panel and Technology Committee.
EXPERIENCE
Steve has held several positions at Evaluation
Associates since 1988, leading in-house
software development, integration of third-party
products and services, and network planning
and deployment. Prior to joining Evaluation
Associates, Steve was vice president and
director of information systems at Retirement
System Group in New York. He has also
served as adjunct instructor of computer
science at Norwalk Community and Technical
College.
PROFESSIONAL DESIGNATIONS
Certified Investment Management Analyst
AFFILIATIONS
Member, Investment Management
Consultants Association
Member, Money Management Institute
EDUCATION
MBA, Management Information Systems,
University of Bridgeport
BS, Accounting, Shippensburg State
University
Steven J. Formanek
CIMA
Principal, Director of Operations & Compliance